-26.0%
UPS vs AMKR
+135.2%
-161.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.1% | -0.2% |
| 7D | -2.0% | +8.3% | -10.3% | -2.9% |
| 30D | -2.0% | -6.8% | +4.8% | -1.4% |
| 3M | -6.2% | -31.9% | +25.7% | -3.3% |
| 6M | +2.8% | +18.4% | -15.6% | -1.4% |
| YTD | +5.9% | +31.7% | -25.8% | -0.3% |
| 1Y | +26.2% | +105.2% | -79.0% | +11.3% |
| 3Y | -26.0% | +147.7% | -173.7% | -43.2% |
| All | -26.0% | +135.2% | -161.2% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling